SBHAX Mutual Fund

SBHAX Mutual Fund

NAV$18.67
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Returns Overview

1 Month
+0.98%
3 Months
+5.35%
6 Months
+10.90%
YTD
+12.80%
1 Year
+18.50%
3 Years (annualized)
+14.06%
5 Years (annualized)
+7.46%
10 Years (annualized)
+12.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBHAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.80%
Peer Avg (YTD)
+6.23%
vs Peers
+6.56%

SBHAX Mutual Fund Performance

SBHAX performance across multiple time periods: 1-month 0.98%, YTD 12.80%, 1-year 18.50%, 3-year 14.06%, 5-year 7.46%, 10-year 12.31%.

SBHAX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

SBHAX vs another fund shows side-by-side returns. SBHAX alternatives are available in the Mutual Fund Screener.